Filed January 12, 2018 (most recent of 2 filings on file)
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,228 | $103,392-27.2% | $87,104-13.6% | $152,897-50.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 24.47% | 28.10%-3.6pp | 28.19%-3.7pp | 345.43%-321.0pp |
| Employer contribution / active EE | $12,631 | $3,221+292.2% | $2,521+401.0% | $4,764+165.2% |
| Participant deferral / active EE | $17,559 | $4,778+267.5% | $4,048+333.7% | $5,851+200.1% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |